The Financial Planning Association of Australia The Financial Planning Association of Australia

Lisa Gavranich, CFP®


Name Lisa Gavranich, CFP®
Company CHERRY TREE FINANCIAL PLANNING
Address 232 South Terrace
Fremantle, WA 6160
Phone 08 93362222
Email [email protected]
Website http://cherrytreefp.com.au

Lisa is a Certified Financial Planner and has worked in the financial planning industry for over 20 years. Over that time, Lisa has had exposure to a wide range of areas including finance, accounting and corporate superannuation. This translates into a wealth of experience in dealing with a range of financial planning issues.

In the past, Lisa has worked as a part-time Financial Planning Lecturer at Curtin University, has been a regular speaker at Centrelink Seminars and on ABC Radio.

Lisa Gavranich is a Sub-Authorised Representative of Cherry Tree Financial Planning Pty Ltd, Corporate Authorised Representative No. 422408. Authorised Representative No. 231722.

QUALIFICATIONS
Lisa Gavranich holds a Bachelor of Business (Economics) and a Diploma of Financial Planning and meets the competency requirements under ASIC’s Regulatory Guide RG 146.

PROFESSIONAL MEMBERSHIPS
Lisa Gavranich is a member of the Financial Planning Association (FPA) and abides by their code of professional conduct and ethics.

AUTHORISATIONS
Lisa is authorised to provide advice and deal in the following financial products:
Life Products including Investment Life Insurance Products & Life Risk Insurance Products;
Interests in Managed Investment Schemes including Investor Directed Portfolio Services;
Deposit & Payment Products;
Retirement Savings Accounts (“RSA”) products;
Debentures, Stocks or Bonds issued or proposed to be issued by a Government;
Superannuation;
Self Managed Superannuation Funds; Securities; and
Standard Margin Lending Facility.

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